IPOD: A Tool for Exploring Complex Assets
3:15 PM - 4:15 PM
Thu Feb 6, 2020
Bronze 4


Often, complex assets are the most valuable assets our donors own and are the assets that if gifted make the largest impacts at our charity.  However, discovering these types of assets and then qualifying whether the complex asset is one that can accomplish the donor’s objective(s) while also being one our charity can reasonably accept and liquidate can be challenging.  This session will introduce a tool that aids in the initial qualification of complex assets.

Steve Slotemaker TIAA Kaspick

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